Relationship Manager

Flying Collars Solutions

Key Responsibility Areas : 6 8 Areas Activities

HNW Portfolio Management

(Acquiring, Enhancing, Deepening and

Retention)

Liaising with PB/ Preferred RM to flag eligible

customers form Classic/ Preferred portfolio

Acquire new customers who meet product criteria

Regular interaction with the customer to build

rapport to understand and update the profile.

Enhance the Overall value/book size of the

portfolio

Maintain the overall quality / hygiene parameters

of the portfolio

Cross selling products of the bank based on the

customer need

Joint calls being done along with Supervisor as per

defined process

Advisory services to be offered based on the

requirement in coordination with PBG.

Attrition control of customers

Achieving MTD and YTD Revenue Targets

Operations, Marketing & Processes Error free documentation for all account opening

and all customer instructions (Stop payments, FD

Closure, etc)

Ensure KYC / AML norms are adhered to at all

points of time

Ensure that 5-S norms are adhered to for

individuals workstation

Increase in wallet share Look for opportunities to cross sell any other

product of the Bank, to ensure that HDFC Bank is a

one stop shop & solution for all banking needs of

the Imperia Customer

Sales to family members and associates (all

network)

Ensure that optimal levels of Income generating

Product Group Holding (IPGH) is reached

Product Penetration & contribution

towards focused product

Ensure that an optimal level of Income generating

Product Group Holding (IPGH) is reached.

Enhance client's Customer To Group ( CTG ) level

Customer Service Ensure quality customer service is delivered. All

customer queries and complaints are being

resolved within TAT.

Customer is informed about any regulatory or

process change. Keep the customer updated on

program features.

Ensure timely customer communication on

requests and concerns raised.

Proactive complaint management through

Experience : 5 - 11 Years

No. of Openings : 4

Education : Any Bachelor Degree

Role : Relationship Manager

Industry Type : Banking / Financial Services / Stock Broking

Gender : [ Male / Female ]

Job Country : India